FEATURED ARTICLE

The end of exorbitant privilege?
: EMD report Q3 2025
Mohammed Elmi, CFA
Jason DeVito, CFA
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FEATURED ARTICLE

When down is up and South is North
: Trade finance and tariffs
Chris McGinley
Kazaur Rahman
Maarten Offeringa
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FEATURED ARTICLE

Global Equity ESG, H1 2025
Geir Lode
Louise Dudley, CFA
Lewis Grant
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Newsletter
3 October 2025
| Macro
Market Snapshot
: Chinese stocks soar on resurgent tech sector
A weekly view from our portfolio managers into the trends shaping markets right now.
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Report
3 October 2025
| Active ESG
SDG Engagement High Yield Credit, H1 2025
The shape of engagement in the first six months of the year.
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Report
2 October 2025
| Active ESG
Spectrum: A quiet revolution
How the next generation of quant is creating new avenues for unlocking alpha.
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Article
2 October 2025
| Liquidity
Slow and steady
Deborah Cunningham, CFA
Another September rate cut and another reason to consider liquidity products.
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Article
1 October 2025
| Macro
Lots of game left as we enter the fourth quarter
Karen Manna
Bond markets have been in 'white out' mode recently.
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Article
29 September 2025
| Macro
Where can bond investors find value in a rate-cutting cycle?
: Chartology
Ihab Salib
Nicholas Tripodes, CFA
An opportunity to lock in historically elevated yields.
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Article
25 September 2025
| Active ESG
Behind the red-hot rebound in emerging markets
: Chartology
James Cook
Outperformance of EM YTD has been underpinned by a confluence of tailwinds.
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Report
25 September 2025
| Impact
Global SMID Equity Engagement: H1 2025 report
: A focus on responsible AI
Will Pomroy
We have chosen to purposefully scale up our AI-related engagement efforts.
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Report
25 September 2025
| Macro
The end of exorbitant privilege?
: EMD report Q3 2025
Mohammed Elmi, CFA
Jason DeVito, CFA
Fast-developing economies are transforming global markets.
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Article
24 September 2025
| Active ESG
Our new AI assessment of engagement sentiment
Louise Dudley, CFA
Seeking to drive ESG alpha through innovation.
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Video
22 September 2025
| Active ESG
The MDT factor
Scott Conlon, CFA
How does MDT set itself apart from traditional fundamental and quant equity strategies?
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Report
22 September 2025
| Alternatives
When down is up and South is North
: Trade finance and tariffs
Chris McGinley
Kazaur Rahman
Maarten Offeringa
A well-structured trade finance strategy has the potential to shelter a portfolio from high tariffs.
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